No jargon. No judgement.
Financial planning is about understanding your unique narrative and carving a path towards your aspirations.
We recognize that many women in particular feel uncomfortable and embarrassed when talking about their own financial circumstances, especially to financial advisors who don’t understand their unique wants and needs.
That's why we believe that women and their families deserve equal opportunities to thrive financially and should be encouraged to ask questions, seek guidance, and make informed decisions about their money.
We transform anxiety into empowerment.
The emotional toll of financial uncertainty is something we understand deeply. The feeling of being overwhelmed by complex financial decisions, coupled with the fear of judgment can be paralyzing.
Michelle Crumm, CFP®, CPA, MBA — Fee-Only Financial Planner & Fiduciary Advisor has been a friend and financial confidant to countless clients, helping them transform their financial anxiety into empowering, enjoyable conversations. Her guiding approach coupled with her rich financial acumen has been the beacon of hope for many.
And she is here to offer the same compassionate guidance to you.
Step 3: Enjoy greater financial confidence
With a clear plan in place, embrace the confidence that comes with financial clarity, knowing Michelle will be there for guidance and support as your goals and needs evolve over time with regular check-ins and reviews.
Step 1: Chat with Michelle
Begin with a relaxed, no-obligation conversation about your financial life with Michelle, where your financial goals and aspirations take center stage.
Three easy steps towards financial empowerment.
Step 2: Create your financial vision
Michelle will help organize your finances and will craft a tailored financial plan that resonates with your goals, eliminating any financial jargon to keep things clear and accessible.
Our clients ask the best questions...
It’s natural to have questions or concerns when considering financial planning services. Here are some of our clients' most common questions before signing up:
Belle Eve Financial is devoted to empowering you with financial knowledge and providing personalized guidance to help you confidently navigate your finances.
A good fit often comes from aligned financial goals and a mutual desire for partnership. We can explore this in a no-pressure initial meeting to understand your needs and how we can support you.
Our initial meeting is complimentary. It’s a chance for us to get to know each other and see how we can assist you in achieving your financial goals.
Our fees are transparent and are based on the services provided. Learn more about our fees on our Plans & Pricing page, or book a meeting with us on our Contact page to discuss our fees in greater detail.
Absolutely, you can! However, an advisor brings expertise and personalized strategies that can save time and potentially enhance your financial growth, providing value that exceeds the cost.
A Certified Financial Planner™ (CFP®) is a professional with a high level of expertise in financial planning, adhering to rigorous standards and ethics to provide reliable advice.
A fiduciary is a professional entrusted to manage assets or wealth while putting the client's best interests first, ensuring transparency, and acting with the utmost integrity.
Not at all! While we love meeting locally, we’re also happy to work with clients virtually, making location no barrier to our collaboration.
Our philosophy centers on understanding your unique financial goals and crafting a tailored strategy that balances growth with risk management, all while educating you along the way.
That’s fantastic! Simply schedule your complimentary initial meeting. We’re excited to meet you and begin this empowering financial partnership.
What our pro bono client relationships have to say about us...
*No compensation or benefit was exchanged for these testimonials
Emily said...
"Belle Eve Financial has been an absolute game-changer for us! My planner felt like a financial best friend who genuinely cared about our dreams and goals.
Michelle made the complicated stuff feel easy, helping us craft a budget and a killer retirement plan. She was always there for us, cheering us on, and making sure we stayed on track. Honestly, she made managing money feel empowering and fun.
If you want someone who's got your back and wants to see you win, Belle Eve Financial is the way to go!"
Jennifer & Kevin said...
“Michelle helped us understand not only whether we could retire, but how to do it thoughtfully.
She looks at our entire financial picture—bringing together our investments, taxes, Social Security, retirement income, future spending, charitable giving, and estate planning—and helps us understand how the decisions we make today can affect us years from now.
For the first time, we feel like we have a comprehensive retirement strategy rather than simply a collection of investment accounts. Michelle’s combination of financial planning and tax knowledge has been incredibly valuable to us.”
Donald & Laura said...
“We've worked with financial advisors before, but our experience with Belle Eve is completely different.
Michelle doesn't just focus on our portfolio. She helps us make decisions about retirement, taxes, spending, estate planning and the other financial questions that come up in our lives.
We finally feel like we're receiving comprehensive financial planning.”
We celebrate your financial milestones.
Gain Control Over Your Financial Destiny
Through empowerment and independence, you’ll not only manage your finances but also experience a life free from financial stress and uncertainty, nurturing a sense of self-assurance and autonomy.
Understand Your Financial Landscape
Education and awareness will be your tools in making informed decisions that resonate with your life goals, fostering a sense of enlightenment and confidence.
Personalized Financial Strategies
Tailored to your unique situation, these strategies will help you navigate through financial challenges ensuring a path that aligns with your aspirations.
Supportive Financial Discussions
Engage in non-judgmental, insightful financial discussions through supportive conversations, building a trusting relationship where your financial concerns are heard and addressed.
Rest Assured with Our Fee-Only & Fiduciary Approach
Your resources are treated with the utmost care, paving the way for a secure and prosperous future where your financial well-being is the priority.
